Latest Institutional Purchases of Invesco Iftse Rafi Dev Mkts Ex (PXF)
This list provides information on the latest institutional transactions involving Invesco Iftse Rafi Dev Mkts Ex (PXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
58.9K+ 18.18% |
$2.8M - $3.05M
|
383K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
46.6K+ 25.62% |
$2.22M - $2.42M
|
229K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.1K+ 8.91% |
$1.34M - $1.46M
|
344K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$506K - $551K
|
10.6K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$382K - $416K
|
8.02K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.66KNew |
$365K - $397K
|
7.66K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.44K+ 19.88% |
$355K - $386K
|
44.9K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.35K+ 12.35% |
$350K - $381K
|
66.9K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
5.94KNew |
$283K - $308K
|
5.94K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$268K - $291K
|
5.62K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.94K+ 7.27% |
$235K - $256K
|
72.9K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.8K+ 25.31% |
$181K - $197K
|
18.8K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83K+ 16.57% |
$87.3K - $94.9K
|
12.9K
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.77K+ 5.63% |
$84.1K - $91.5K
|
33.1K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 12.65% |
$58.7K - $63.8K
|
11K
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
796+ 5.21% |
$37.9K - $41.3K
|
16.1K
$801K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.31% |
$34.6K - $37.6K
|
17.6K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
449+ 0.69% |
$21.4K - $23.3K
|
65.7K
$3.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
345+ 1.45% |
$16.4K - $17.9K
|
24.1K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
306+ 19.92% |
$14.6K - $15.9K
|
1.84K
$91.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
302+ 1.04% |
$14.4K - $15.7K
|
29.4K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
235+ 0.61% |
$11.2K - $12.2K
|
39.1K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
135New |
$6.43K - $7K
|
135
$6.73K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120+ 46.88% |
$5.72K - $6.22K
|
376
$18.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
40+ 34.78% |
$1.91K - $2.07K
|
155
$7.73K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 1.01% |
$95.3 - $104
|
201
$10K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$47.7 - $51.8
|
6.43K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$47.7 - $51.8
|
235
$11.7K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 36.06% |
$16.4M - $18.3M
|
1.32M
$65.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
235K+ 2.11% |
$11M - $12.4M
|
11.4M
$566M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
133K+ 150.9% |
$6.27M - $7.02M
|
222K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.4KNew |
$2.93M - $3.28M
|
62.4K
$3.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
53K+ 131.14% |
$2.49M - $2.79M
|
93.4K
$4.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.5K+ 9.14% |
$1.9M - $2.13M
|
483K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.4K+ 6.84% |
$1.9M - $2.13M
|
631K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39KNew |
$1.83M - $2.05M
|
39K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
30.6KNew |
$1.44M - $1.61M
|
30.6K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
29.2KNew |
$1.37M - $1.54M
|
29.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 49.54% |
$500K - $561K
|
32.2K
$1.6M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 21.72% |
$490K - $549K
|
58.4K
$2.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
9.3K+ 11.87% |
$437K - $489K
|
87.6K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.57K+ 2.9% |
$402K - $451K
|
304K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
6.87KNew |
$323K - $361K
|
6.87K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.67K+ 27.81% |
$313K - $351K
|
30.7K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.67KNew |
$313K - $351K
|
6.67K
$333K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.02KNew |
$283K - $317K
|
6.02K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.78K+ 208.11% |
$271K - $304K
|
8.55K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.3K+ 7.37% |
$202K - $226K
|
62.7K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.15KNew |
$195K - $218K
|
4.15K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
4.13KNew |
$194K - $217K
|
4.13K
$206K
|
|